Civic Intelligence

Pulmonary Education & Research Foundation

990EZ • Fiscal year 2017 • EIN 33-0080780

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 22, 2017

P O Box 1133Lomita, CA 90717-5133

(310) 539-8390

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-12%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.2%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$93,183

Down $13,955 (-13%) from 2016

Net Assets

Down

$93,183

Down $13,955 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$113,173

Up $8,617 (+8.2%) from 2016

Expenses

Up

$127,128

Up $11,347 (+9.8%) from 2016

Net Income

Down

-$13,955

Down $2,730 (-24%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2015: $118,363Liabilities 2015: $0Net Assets 2015: $118,3632015Assets 2016: $107,138Liabilities 2016: $0Net Assets 2016: $107,1382016Assets 2017: $93,183Liabilities 2017: $0Net Assets 2017: $93,1832017Assets 2018: $81,551Liabilities 2018: $0Net Assets 2018: $81,5512018Assets 2019: $104,208Liabilities 2019: $0Net Assets 2019: $104,2082019Assets 2020: $83,059Liabilities 2020: $0Net Assets 2020: $83,0592020Assets 2021: $652,780Liabilities 2021: $0Net Assets 2021: $652,7802021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$93,183
Liabilities$0
Net Assets$93,183

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2015: $119,702Expenses 2015: $111,585Net Income 2015: $8,1172015Revenue 2016: $104,556Expenses 2016: $115,781Net Income 2016: -$11,2252016Revenue 2017: $113,173Expenses 2017: $127,128Net Income 2017: -$13,9552017Revenue 2018: $81,773Expenses 2018: $93,405Net Income 2018: -$11,6322018Revenue 2019: $52,528Expenses 2019: $29,871Net Income 2019: $22,6572019Revenue 2020: $55,051Expenses 2020: $76,200Net Income 2020: -$21,1492020Revenue 2021: $710,895Expenses 2021: $141,174Net Income 2021: $569,7212021Revenue 2022: $150,679Expenses 2022: $803,459Net Income 2022: -$652,7802022

Highlighted filing

2017

Revenue$113,173
Expenses$127,128
Net Income-$13,955
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 22, 2017
Return Version
2016v3.0
Gross Receipts
$113,173
Mission and Program Overview

Mission

Perf's mission is to improve the lives of those who experience breathing difficulties, through support of clinical and translational research and education.

Contribute to scientific basis for practice of pulmonary rehabilitation and promote well being of respiratory patients

Program Services

DescriptionGrantsExpenses
MAINTENANCE OF A WEBSITE FOR THOSE SEEKING INFORMATION REGARDING CHRONIC PULMONARY DISEASE$0$30,431
PUBLICATION OF EDUCATIONAL MATERIALS TARGETED AT THOSE WITH CHRONIC PULMONARY DISEASE$0$1,017
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD CASABURI MDPres-$0--
ALVIN GRANCELLVice Pres-$0--
MARY BURNS RNExec V.P.PT$0--
JEAN HUGHESTreas-$0--
WILLIAM STRINGER MDDirector-$0--
CHRISTINE GARVEYDirector-$0--
MARY BARNETTDirector-$0--
BRIAN L TIEP MDDirector-$0--
PETER D PETTLER ESQDirector-$0--
JANOS PORSZASZ MDDirector-$0--
RONALD J OUDIZDirector-$0--
HARRY ROSSITER PHDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pulmonary Education &
EIN
33-0080780
Phone
3105398390
Address
P O BOX 1133, LOMITA, CA 90717-5133

Signing Officer

Name
Jean Hughes
Title
Treasurer
Phone
3105398390
Signed
2017-09-22
Discuss with paid preparer
Yes

Preparer

Firm
RICHARD H O'HARA & CO CPA'S
Address
503 WEST PALM DRIVE, PLACENTIA, CA 92870-2421
Preparer
Therese K Poitevin CPA
Phone
7145729787
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 239.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: research / educational. Grantee name: los angeles biomedical research institute. Grantee address: 1124 west carson street torrance, ca 90502. Grantee relationship: none. Property description: cash. Amount given: 92,874.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 83.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: internet & website. Amount: 30,431. Description: telephone. Amount: 508. Description: supplies. Amount: 22. Description: postage. Amount: 206. Description: marketing. Amount: 324. Description: bank fees. Amount: 49. Description: filing fees. Amount: 70. Description: insurance. Amount: 1,750. Description: printing. Amount: 725. Description: p. O. Box rental. Amount: 86. Total to form 990-ez, line 16: 34,171.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 83. End of year amount: 0.

Raw XML Appendix224 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/PrimaryExemptPurposeTxt0CONTRIBUTE TO SCIENTIFIC BASIS FOR PRACTICE OF PULMONARY REHABILITATION AND PROMOTE WELL BEING OF RESPIRATORY PATIENTS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: RESEARCH / EDUCATIONAL. GRANTEE NAME: LOS ANGELES BIOMEDICAL RESEARCH INSTITUTE. GRANTEE ADDRESS: 1124 WEST CARSON STREET TORRANCE, CA 90502. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 92,874.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 83.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: INTERNET & WEBSITE. AMOUNT: 30,431. DESCRIPTION: TELEPHONE. AMOUNT: 508. DESCRIPTION: SUPPLIES. AMOUNT: 22. DESCRIPTION: POSTAGE. AMOUNT: 206. DESCRIPTION: MARKETING. AMOUNT: 324. DESCRIPTION: BANK FEES. AMOUNT: 49. DESCRIPTION: FILING FEES. AMOUNT: 70. DESCRIPTION: INSURANCE. AMOUNT: 1,750. DESCRIPTION: PRINTING. AMOUNT: 725. DESCRIPTION: P. O. BOX RENTAL. AMOUNT: 86. TOTAL TO FORM 990-EZ, LINE 16: 34,171.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 83. END OF YEAR AMOUNT: 0.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PULMONARY EDUCATION &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0RESEARCH FOUNDATION
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ReturnHeader/Filer/EIN0330080780
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ReturnHeader/PreparerPersonGrp/PhoneNum07145729787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THERESE K POITEVIN CPA
ReturnHeader/ReturnTs02017-09-27T13:47:37-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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Filings